Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $42.6B
1-Year Est. Return 14.98%
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.7B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$215M
2
+$162M
3
+$114M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$80.7M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$80.4M

Top Sells

1
+$70.7M
2
+$70.3M
3
+$55M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$45.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$37.1M

Sector Composition

1 Technology 5.42%
2 Financials 2.01%
3 Consumer Discretionary 1.62%
4 Communication Services 1.62%
5 Healthcare 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$240K ﹤0.01%
3,501
-2,505
827
$239K ﹤0.01%
18,308
-5,189
828
$239K ﹤0.01%
14,672
+4,090
829
$236K ﹤0.01%
5,589
-2,195
830
$236K ﹤0.01%
2,159
-107
831
$235K ﹤0.01%
+6,084
832
$235K ﹤0.01%
1,825
-40
833
$232K ﹤0.01%
6,477
-3,865
834
$230K ﹤0.01%
+6,031
835
$230K ﹤0.01%
8,799
+1,379
836
$228K ﹤0.01%
+5,125
837
$225K ﹤0.01%
8,609
-3,192
838
$219K ﹤0.01%
59,969
-2,876
839
$216K ﹤0.01%
5,158
-475
840
$214K ﹤0.01%
+4,409
841
$214K ﹤0.01%
+6,006
842
$214K ﹤0.01%
23,376
+8,377
843
$212K ﹤0.01%
+8,428
844
$212K ﹤0.01%
3,310
-378
845
$212K ﹤0.01%
44,091
+23,044
846
$211K ﹤0.01%
+3,705
847
$210K ﹤0.01%
+2,104
848
$210K ﹤0.01%
7,356
+122
849
$209K ﹤0.01%
1,149
-1
850
$205K ﹤0.01%
443
-26
32 33
34
35 36